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WorkJobs2 min read

Creating a job

OverviewThis article explains how to use creating a job in Work Planner, including the main fields that shape how the jobs record behaves once it is saved.When to use thisUse this article when you are adding something ne

Work Planner Documentation11 April 2026

Overview

This article explains how to use creating a job in Work Planner, including the main fields that shape how the jobs record behaves once it is saved.

When to use this

Use this article when you are adding something new and want a clearer explanation of the fields and decisions on the create flow.

How it fits into the flow

Creating a job sits within Work / Jobs. It is designed to work alongside related articles such as Adding jobs to a worksheet, Advanced job pricing, Bulk editing jobs, so users can move through the workflow without relying on one giant reference page.

Main actions

  • Work through the form from top to bottom and check the values that affect downstream scheduling, pricing, or communication.
  • Review any required fields before saving so the record is created or updated cleanly.
  • Use the surrounding actions to return to the list or continue the workflow once the form is saved.
  • Common on-screen actions include More Actions, Use Customer Address, Job Address, Find Address, No Schedule.

Important fields

  • Customer: Look for input such as “Select customer”.
  • Address Line 1: Look for input such as “Street address”.
  • Address Line 2: Look for input such as “Apartment, suite, etc.”.
  • Town: Look for input such as “Town/City”.
  • County: Look for input such as “County/State”.
  • Postcode: Look for input such as “Postcode/ZIP”.
  • Service: Look for input such as “Select service”.
  • Important: Turn this option on only when it applies to the current workflow.
  • Reminder Required: Turn this option on only when it applies to the current workflow.
  • Invoice Required: Turn this option on only when it applies to the current workflow.
  • Show advanced pricing options: Turn this option on only when it applies to the current workflow.
  • VAT Rate: Look for input such as “Select VAT Rate”.

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